Costco Wholesale Corp
COST- 交易所
- Nasdaq
- 產業
- Retail-Variety Stores
- SEC CIK
- 0000909832
近 90 天，Costco Wholesale Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 4,261 家機構在 13F 申報持有，市值合計 $3,018 億；馬克爾集團、Gardner Russo & Quinn等 4 位大師持有。
2023 年第 4 季 13F 持有人
Costco Wholesale Corp 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,343
- 較 2023 年第 3 季 +324 家
- 持有股數
- 3.04 億
- 較 2023 年第 3 季 +428.2 萬 (+1.4%)
- 總市值
- $2,010 億
- 較 2023 年第 3 季 +$315.9 億 (+18.6%)
- 新進機構
- 407
- 另有 1,333 家加碼
- 清倉機構
- 83
- 另有 1,218 家減碼
另有 58 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 COST 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,261 | $3,018 億 |
| 2026 年第 1 季 | 4,274 | $3,115 億 |
| 2025 年第 4 季 | 4,138 | $2,720 億 |
| 2025 年第 3 季 | 3,941 | $2,744 億 |
| 2025 年第 2 季 | 4,011 | $3,023 億 |
| 2025 年第 1 季 | 3,952 | $2,878 億 |
| 2024 年第 4 季 | 3,941 | $2,796 億 |
| 2024 年第 3 季 | 3,590 | $2,667 億 |
| 2024 年第 2 季 | 3,526 | $2,583 億 |
| 2024 年第 1 季 | 3,419 | $2,220 億 |
| 2023 年第 4 季 | 3,343 | $2,010 億 |
| 2023 年第 3 季 | 3,077 | $1,699 億 |
| 2023 年第 2 季 | 3,041 | $1,620 億 |
| 2023 年第 1 季 | 2,943 | $1,492 億 |
| 2022 年第 4 季 | 2,938 | $1,372 億 |
| 2022 年第 3 季 | 2,825 | $1,416 億 |
| 2022 年第 2 季 | 2,784 | $1,434 億 |
| 2022 年第 1 季 | 2,862 | $1,724 億 |
| 2021 年第 4 季 | 2,823 | $1,702 億 |
| 2021 年第 3 季 | 2,463 | $1,343 億 |
| 2021 年第 2 季 | 2,394 | $1,190 億 |
| 2021 年第 1 季 | 2,359 | $1,041 億 |
2023 年第 4 季持有機構
每家機構持有 Costco Wholesale Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | 2,029 | $137.0 萬 | 0.61% | 00.0% | 不變 |
| RiverPark Advisors, LLC | 2,078 | $137.2 萬 | 1.26% | −64−3.0% | 減碼 |
| United Asset Strategies, Inc. | 2,079 | $137.2 萬 | 0.15% | +272+15.1% | 加碼 |
| ERn Financial, LLC | 2,000 | $137.4 萬 | 0.26% | −121−5.7% | 減碼 |
| Invera Wealth Advisors, LLC | 2,088 | $137.8 萬 | 0.86% | +2,088 | 新進 |
| Traynor Capital Management, Inc. | 2,089 | $137.9 萬 | 0.16% | +317+17.9% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,090 | $137.9 萬 | 0.17% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 2,092 | $138.1 萬 | 0.29% | +25+1.2% | 加碼 |
| Unionview, LLC | 2,092 | $138.1 萬 | 1.24% | +100+5.0% | 加碼 |
| FirstPurpose Wealth LLC | 2,098 | $138.5 萬 | 0.53% | +2,098 | 新進 |
| South Street Advisors LLC | 2,099 | $138.6 萬 | 0.26% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 2,104 | $138.9 萬 | 0.12% | +17+0.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 2,113 | $139.5 萬 | 0.26% | −41−1.9% | 減碼 |
| RFP Financial Group LLC | 2,114 | $139.5 萬 | 0.57% | +11+0.5% | 加碼 |
| Wealth Advisors of Iowa, LLC | 2,116 | $139.7 萬 | 0.94% | −96−4.3% | 減碼 |
| Larson Financial Group LLC | 2,125 | $140.3 萬 | 0.12% | +103+5.1% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 2,125 | $140.3 萬 | 0.80% | +2,125 | 新進 |
| Argent Advisors, Inc. | 2,130 | $140.6 萬 | 0.62% | −23−1.1% | 減碼 |
| Wealth Quarterback LLC | 2,135 | $140.9 萬 | 0.86% | −93−4.2% | 減碼 |
| Cedar Brook Financial Partners, LLC | 2,094 | $141.0 萬 | 0.31% | −214−9.3% | 減碼 |
| Unigestion Holding SA | 2,140 | $141.3 萬 | 0.08% | −7,971−78.8% | 減碼 |
| Evermay Wealth Management LLC | 2,114 | $141.5 萬 | 0.26% | −609−22.4% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,145 | $141.6 萬 | 0.02% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 2,150 | $141.9 萬 | 0.18% | +1,090+102.8% | 加碼 |
| Ledyard National Bank | 2,158 | $142.4 萬 | 0.15% | +227+11.8% | 加碼 |
| Clare Market Investments LLC | 2,160 | $142.6 萬 | 0.50% | +150+7.5% | 加碼 |
| Bordeaux Wealth Advisors LLC | 2,162 | $142.7 萬 | 0.49% | +826+61.8% | 加碼 |
| Toth Financial Advisory Corp | 2,170 | $143.2 萬 | 0.19% | +267+14.0% | 加碼 |
| Headinvest, LLC | 2,177 | $143.7 萬 | 0.30% | −100−4.4% | 減碼 |
| New Millennium Group LLC | 2,183 | $144.1 萬 | 1.27% | −705−24.4% | 減碼 |
| Colonial River Wealth Management, LLC | 2,183 | $144.1 萬 | 0.86% | +684+45.6% | 加碼 |
| Fortem Financial Group, LLC | 2,188 | $144.4 萬 | 0.72% | +223+11.3% | 加碼 |
| Keudell/Morrison Wealth Management | 2,192 | $144.7 萬 | 0.48% | 00.0% | 不變 |
| Aspiriant, LLC | 2,193 | $144.8 萬 | 0.07% | +20+0.9% | 加碼 |
| Market Street Wealth Management Advisors LLC | 2,193 | $144.8 萬 | 0.30% | +20+0.9% | 加碼 |
| Stokes Family Office, LLC | 2,193 | $144.8 萬 | 0.20% | −2,366−51.9% | 減碼 |
| Allegheny Financial Group LTD | 2,195 | $144.9 萬 | 0.47% | −32−1.4% | 減碼 |
| Symmetry Partners, LLC | 2,193 | $145.4 萬 | 0.08% | −678−23.6% | 減碼 |
| Morningstar Investment Services LLC | 2,193 | $145.4 萬 | 0.01% | +1,316+150.1% | 加碼 |
| Centennial Bank | 2,203 | $145.4 萬 | 0.87% | 00.0% | 不變 |
| WESPAC Advisors, LLC | 2,205 | $145.5 萬 | 1.01% | +3+0.1% | 加碼 |
| Financial Partners Group, Inc | 2,209 | $145.8 萬 | 0.26% | −15−0.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 2,215 | $146.2 萬 | 0.14% | −107−4.6% | 減碼 |
| Zullo Investment Group, Inc. | 2,218 | $146.5 萬 | 0.75% | +69+3.2% | 加碼 |
| MKT Advisors LLC | 2,234 | $146.6 萬 | 0.97% | +5+0.2% | 加碼 |
| Smithfield Trust Co | 2,218 | $146.6 萬 | 0.08% | +32+1.5% | 加碼 |
| Quent Capital, LLC | 2,225 | $146.9 萬 | 0.20% | +194+9.6% | 加碼 |
| McDonald Partners LLC | 2,234 | $147.5 萬 | 0.44% | −22−1.0% | 減碼 |
| SeaBridge Investment Advisors LLC | 2,239 | $147.8 萬 | 0.43% | −150−6.3% | 減碼 |
| Capital Market Strategies LLC | 2,247 | $148.3 萬 | 1.29% | +220+10.9% | 加碼 |
| Letson Investment Management, Inc. | 2,248 | $148.4 萬 | 0.69% | +2,248 | 新進 |
| BNC Wealth Management, LLC | 2,251 | $148.6 萬 | 0.70% | −5−0.2% | 減碼 |
| Donoghue Forlines LLC | 2,254 | $148.8 萬 | 0.47% | +2,254 | 新進 |
| Searle & Co. | 2,255 | $148.8 萬 | 0.41% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,255 | $148.9 萬 | 0.23% | −90−3.8% | 減碼 |
| Cladis Investment Advisory, LLC | 2,256 | $148.9 萬 | 1.17% | −38−1.7% | 減碼 |
| Rockland Trust Co | 2,257 | $149.0 萬 | 0.08% | +20+0.9% | 加碼 |
| CNB Bank | 2,259 | $149.1 萬 | 0.80% | +35+1.6% | 加碼 |
| Oak Harvest Investment Services | 2,260 | $149.2 萬 | 0.30% | −203−8.2% | 減碼 |
| City State Bank | 2,265 | $149.5 萬 | 0.75% | −35−1.5% | 減碼 |
| Alpha Family Trust | 2,275 | $150.2 萬 | 1.01% | −95−4.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 2,276 | $150.3 萬 | 0.22% | +837+58.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,279 | $150.4 萬 | 0.24% | +13+0.6% | 加碼 |
| Warren Averett Asset Management, LLC | 2,285 | $150.8 萬 | 0.06% | −9−0.4% | 減碼 |
| Johnson Financial Group, Inc. | 2,292 | $151.3 萬 | 0.08% | −82−3.5% | 減碼 |
| Delta Asset Management LLC | 2,292 | $151.3 萬 | 0.14% | +59+2.6% | 加碼 |
| Finivi Inc. | 2,292 | $151.3 萬 | 1.48% | +2,292 | 新進 |
| ORG Partners LLC | 2,290 | $151.4 萬 | 0.25% | +103+4.7% | 加碼 |
| Sonoma Private Wealth LLC | 2,294 | $151.4 萬 | 2.51% | −180−7.3% | 減碼 |
| Avalon Trust Co | 2,295 | $151.5 萬 | 0.14% | +212+10.2% | 加碼 |
| Westwood Management Corp | 2,300 | $151.8 萬 | 0.56% | −1,900−45.2% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,312 | $152.6 萬 | 0.25% | −18−0.8% | 減碼 |
| Baker Boyer National Bank | 2,313 | $152.7 萬 | 0.56% | −440−16.0% | 減碼 |
| O'Dell Group, LLC | 2,320 | $153.1 萬 | 0.40% | −65−2.7% | 減碼 |
| Forbes J M & Co LLP | 2,320 | $153.1 萬 | 0.18% | −21−0.9% | 減碼 |
| NovaPoint Capital, LLC | 2,321 | $153.2 萬 | 0.57% | +47+2.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 2,323 | $153.3 萬 | 0.05% | −202−8.0% | 減碼 |
| Concord Asset Management, LLC | 2,327 | $153.6 萬 | 0.45% | +1,029+79.3% | 加碼 |
| Solstein Capital, LLC | 2,339 | $154.4 萬 | 1.14% | +4+0.2% | 加碼 |
| VeraBank, N.A. | 2,347 | $154.9 萬 | 0.52% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 2,354 | $155.4 萬 | 0.24% | +1,000+73.9% | 加碼 |
| Hudson Valley Investment Advisors Inc | 2,353 | $155.7 萬 | 0.21% | −60−2.5% | 減碼 |
| Norris Financial Group, LLC | 2,361 | $155.8 萬 | 0.95% | +886+60.1% | 加碼 |
| S. R. Schill & Associates | 2,362 | $155.9 萬 | 0.69% | −231−8.9% | 減碼 |
| Summit Place Financial Advisors, LLC | 2,374 | $156.7 萬 | 1.02% | +39+1.7% | 加碼 |
| Apella Capital, LLC | 2,418 | $156.7 萬 | 0.09% | −7−0.3% | 減碼 |
| Optas, LLC | 2,383 | $157.3 萬 | 0.47% | +15+0.6% | 加碼 |
| Louisbourg Investments Inc. | 2,388 | $157.6 萬 | 0.48% | +2,388 | 新進 |
| Scissortail Wealth Management, LLC | 2,272 | $157.7 萬 | 0.50% | +1,791+372.3% | 加碼 |
| Marion Wealth Management | 2,390 | $157.7 萬 | 0.50% | +1,792+299.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 2,397 | $158.2 萬 | 0.57% | −100−4.0% | 減碼 |
| Northside Capital Management, LLC | 2,398 | $158.3 萬 | 0.50% | +10.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,400 | $158.4 萬 | 0.13% | 00.0% | 不變 |
| Mathes Company, Inc. | 2,404 | $158.7 萬 | 0.65% | −50−2.0% | 減碼 |
| Buckingham Strategic Partners | 2,421 | $159.9 萬 | 0.08% | +430+21.6% | 加碼 |
| Viewpoint Capital Management LLC | 2,433 | $160.6 萬 | 1.12% | +8+0.3% | 加碼 |
| Taylor Frigon Capital Management LLC | 2,441 | $161.1 萬 | 0.81% | −65−2.6% | 減碼 |
| Scott & Selber, Inc. | 2,446 | $161.5 萬 | 0.61% | −31−1.3% | 減碼 |
| Perennial Investment Advisors, LLC | 2,449 | $161.7 萬 | 0.27% | −10.0% | 減碼 |
| Everhart Financial Group, Inc. | 2,456 | $162.1 萬 | 0.57% | +417+20.5% | 加碼 |